Send WhatsApp Template Message

• Click on ‘Create new broadcast’ button to create a new broadcast
• Select WhatsApp as a channel. When only WhatsApp is selected, you will see an option to ‘Send Template Message’
• Select ‘Send Template Message’  from the broadcast type dropdown

a) For 360Dialog

• You can select the required template from the list of approved templates in the Select Template drop down menu.
• Once you select a template its preview will be loaded on the right and corresponding parameters/media/document fields on the left.
• If you had given parameters while creating a template you can now enter the desired value/attribute against those fields
• You can only use User level attributes, all other custom attributes cannot be used
• If an attribute is not present for a user, that will be sent as a blank field
• You can similarly upload media/documents against the corresponding field, if the approved template contains those fields.
• There is a support two types of buttons:

a) For 360Dialog

• You can select the required template from the list of approved templates in the Select Template drop down menu.
• Once you select a template its preview will be loaded on the right and corresponding parameters/media/document fields on the left.
• If you had given parameters while creating a template you can now enter the desired value/attribute against those fields
• You can only use User level attributes, all other custom attributes cannot be used
• If an attribute is not present for a user, that will be sent as a blank field
• You can similarly upload media/documents against the corresponding field, if the approved template contains those fields.
• There is a support two types of buttons:

b) For Kaleyra

• The basic broadcast functionality remains the same. However previews will not be available for Kaleyra as a provider
• If Kaleyra is the whatsapp provider, you will see fields to enter Template Name, Body Parameters and Image/Document (if any)
  • Template Name: Go to Kaleyra portal, Channels>WhatsApp> Configurations and select Template tab. Title can be copied and pasted in ‘Template Name’ field on Floatchat.

  • Parameter Header: Select the header type from the drop-down menu to match the header type of the corresponding template on Kaleyra. You can choose from None, Text, Image, Document, and Video and the UI will adjust to let you fill in the header fields with text/attribute for type Text and a URL for Image, Document, and Video types

    • • • None
        • Text –By default there would be one parameter field present. You can add more fields if required to match the number of fields present in the template on Kaleyra. You can choose an attribute or value to pass to this parameter, just add the required number of parameters in ‘Header’ column
        • Image – Upload the required image
        • Document – Upload the required pdf file as a document
        • Video – Upload the required image
      • Parameters: By default there would be one parameter field present. You can add more fields if required to match the number of fields present in the template on Kaleyra. You can choose an attribute or value to pass to this parameter

    Note:

    1. In case of no parameters in Header or Body, just leave the field ‘Parameter 1’ as empty

    2.While editing the template you have to ensure that the configurations i.e. the number of parameters, media fields and buttons match exactly with the template created on Kaleyra or else the template will not be sent to the users. Visit Kaleyra logs to see the status and reports of the sent templates. 

    You can test out the broadcast, by sending it to an existing user connected with the bot.

     Customers can now download the csv file with status of broadcasted messages from Floatchat portal. Go to Published Broadcast and select View Broadcast.

    Click on the number of target users once the broadcast is completed to download the status for each number.

    4. Test Broadcast

    • This option is only available for WhatsApp as a channel
    • You can fill all the fields and choose to click on ‘Test Broadcast’ to send it to one of the existing users
    • Type the number and select an existing number from the auto fill dropdown
    • Click on Send to send the template